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SF

Susan P. Fischer

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CRD#: 1157919
SF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Paula Fischer, who also goes by Susan Fischer Smith, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1983. Susan had worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Fischer Smith

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 11, 2002 - November 17, 2006

QUEST SECURITIES, INC.

BD
CRD#: 6828
LIVERMORE, CA
Past

November 13, 2001 - October 15, 2002

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

November 30, 1999 - November 20, 2001

FIELD LOGAN & CO., LLC

BD
CRD#: 44409
GREENBRAE, CA
Past

July 11, 1998 - December 23, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 29, 1993 - July 6, 1998

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

October 22, 1991 - September 24, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

August 1, 1991 - August 27, 1991

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

April 17, 1989 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

February 10, 1988 - December 31, 1988

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Past

December 18, 1985 - July 9, 1986

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

November 27, 1984 - February 8, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 21, 1983 - November 30, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/31/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


QS
QUEST SECURITIES, INC.
QUEST SECURITIES, INC.

CRD#: 6828 / SEC#: , 8-18273

BD
Terminated by SEC on 05/29/2017
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Contact information


Main Address
8080 Madison Avenue,suite 102a, Fair Oaks, CA 95628
Mailing Address
Phone number
Established
California since 01/16/1975
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SCHOEN FAMILY TRUSTOWNER
BOE, HEATHER ANNCFO, VP, SECRETARY & CO-CHIEF COMPLIANCE OFFICER2651331
DOLORES A. SCHOENTRUSTEE
SCHOEN, ROBERT JOSEPHPRESIDENT, CHIEF COMPLIANCE OFFICER, MUNICIPAL PRINCIPAL414669
SCHOEN, ROBERT JOSEPHTRUSTEE414669

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUEST SECURITIES, INC.

CRD#: 6828

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